Filter Contacts by Next Contact Date

The Contact List can be filtered by Next Contact date to focus on contacts scheduled for follow‑up within a selected date range. The filter limits results to contacts whose Next Contact date falls between the chosen dates, making it easier to work with upcoming follow‑ups, send messages, create lists, or print contact details

Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.

1. From the contact list toolbar, select the filter button then choose Filter.
2. From the Next Contact field, select Between.
3. Enter a range within the two date fields, then select OK.
4. The filtered contacts can be sent an email, added to a custom list, or printed as a report. To print, from the contact list toolbar, select the print button then choose Print (or see Print Labels to print in a label format).
5. In print preview, select the print button or on a mobile device, tap the export button to export and download as another file type, such as PDF.
6. When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.

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Additional Information:

• Create a Custom Contact List
• Create an Entry in the Contact Log
• Sort or Filter Contacts